A Sales Associate is unable to enter a Resource Request.

Understanding Resource Request Permissions in PSA:

ASales Associatemust have the appropriatePermission Controlto create aResource Request.

TheResource Request Entry checkboxin Permission Control allows access​.

Options Analysis:

Option A:"Assign the Resource Request Entry Permission Set."❌Incorrect. There isno specific permission setfor Resource Request Entry.

Option B:"Create a Permission Control record and select the Resource Request Entry checkbox."✅Correct! Permission Control records managespecific functional access, including Resource Request Entry.

Option C:"Ensure the Resource Request Entry checkbox is selected on the User."❌Incorrect. TheUser record does not contain this setting; it is part ofPermission Controls.

Steps to Grant Resource Request Entry Permission:

Navigate toPSA - Admin App.

Click onPermission Controls.

Create anew Permission Controlfor the Sales Associate.

EnableResource Request Entry.

Save and verify by attempting to create aResource Request.

References:

PSA Sys Admin Essentials Student Guide​.